Revenue from Contracts with Customers (Tables)
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9 Months Ended |
Jun. 30, 2025 |
Revenue from Contract with Customer [Abstract] |
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Schedule of Receivables, Contract Assets and Liabilities |
Receivables, Contract Assets and Contract Liabilities
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|
|
|
|
|
|
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(in thousands) |
|
June 30, 2025 |
|
|
September 30, 2024 |
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Short-term and long-term receivables |
|
$ |
962,810 |
|
|
$ |
1,062,052 |
|
Contract asset |
|
$ |
8,405 |
|
|
$ |
14,410 |
|
Deferred revenue |
|
$ |
777,352 |
|
|
$ |
775,274 |
|
|
Disaggregation of Revenue |
Disaggregation of Revenue
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|
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(in thousands) |
|
Three months ended |
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Nine months ended |
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|
|
June 30, 2025 |
|
|
June 30, 2024 |
|
|
June 30, 2025 |
|
|
June 30, 2024 |
|
Recurring revenue(1) |
|
$ |
613,583 |
|
|
$ |
481,559 |
|
|
$ |
1,739,443 |
|
|
$ |
1,551,600 |
|
Perpetual license |
|
|
7,763 |
|
|
|
7,050 |
|
|
|
23,004 |
|
|
|
22,243 |
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Professional services |
|
|
22,591 |
|
|
|
30,030 |
|
|
|
82,984 |
|
|
|
98,082 |
|
Total revenue |
|
$ |
643,937 |
|
|
$ |
518,639 |
|
|
$ |
1,845,431 |
|
|
$ |
1,671,925 |
|
(1)Recurring revenue is comprised of on-premises subscription, perpetual support, SaaS, and hosting services revenue.
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Summary of Revenue and Profit Attributable to Product Groups |
We report revenue by the following two product groups:
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|
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|
|
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|
|
|
|
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(in thousands) |
|
Three months ended |
|
|
Nine months ended |
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|
|
June 30, 2025 |
|
|
June 30, 2024 |
|
|
June 30, 2025 |
|
|
June 30, 2024 |
|
Product lifecycle management (PLM) |
|
$ |
403,722 |
|
|
$ |
329,529 |
|
|
$ |
1,153,331 |
|
|
$ |
1,051,671 |
|
Computer-aided design (CAD) |
|
|
240,215 |
|
|
|
189,110 |
|
|
|
692,100 |
|
|
|
620,254 |
|
Total revenue |
|
$ |
643,937 |
|
|
$ |
518,639 |
|
|
$ |
1,845,431 |
|
|
$ |
1,671,925 |
|
|
Summary of Revenue for Geographic Regions |
Our international revenue is presented based on the location of our customer. Revenue for the geographic regions in which we operate is presented below.
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(in thousands) |
|
Three months ended |
|
|
Nine months ended |
|
|
|
June 30, 2025 |
|
|
June 30, 2024 |
|
|
June 30, 2025 |
|
|
June 30, 2024 |
|
Americas |
|
$ |
282,560 |
|
|
$ |
253,592 |
|
|
$ |
853,352 |
|
|
$ |
781,480 |
|
Europe |
|
|
239,286 |
|
|
|
170,617 |
|
|
|
686,458 |
|
|
|
624,884 |
|
Asia Pacific |
|
|
122,091 |
|
|
|
94,430 |
|
|
|
305,621 |
|
|
|
265,561 |
|
Total revenue |
|
$ |
643,937 |
|
|
$ |
518,639 |
|
|
$ |
1,845,431 |
|
|
$ |
1,671,925 |
|
|